Banta is unique among wealth management firms. We combine high-touch personalized planning services with hands-on independent investment management. We manage your money directly instead of turning it over to a third party. Independence defines everything we do: our investment style, our planning strategies, our advice and our thinking.
At Banta, we answer only to our clients.
We work objectively and tirelessly on your behalf. We’ve consistently earned the trust of high net worth families for more than 40 years. ...more>>
When you remarry and blend two families, finances get complicated. Find out how we help make it easier. …more>>